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Technology Stocks : CellularVision (CVUS): 2-way LMDS wireless cable. -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (860)	1/18/1998 9:37:00 AM
From: James Fink	Respond to of 2063

During the last 12 months, the following analysts and institutions have given the following value to CVUS: Asensio, $25 Lazard Freres. $14 Dillon Reed, $18 Strategis Group, around $30. It is actually interesting that Asensio, which is usually on the short side and which is known to go over company statements with a fine toothcomb, gave such a strong rating to CVUS. I think that a range of $14 to $18 is a very realistic price target for CVUS. Furthermore, if Shant starts showing a little imagination and finds the right partners, a value of $25 further down the road is easily achievable. LMDS is a unique technology, which because of its ability to bundle telephony, Internet access, and video services, could really deliver a knochout punch to cable companies or RBOCs. There are certainly difficulties (rain, trees), but there are solutions for all these difficulties.

To: Night Writer who wrote (860)	1/18/1998 12:03:00 PM
From: JW@KSC	Read Replies (2) \| Respond to of 2063

John Walber (VP CVUS) to Speak in Philadelphia Jan. 20th. Anyone live in Philly? JW@KSC January AITP Meeting Date: January 20, 1998 Time: 6:00 PM - 8:30 PM Location: Philadelphia Marriott West AITP Speaker: John Walber, Vice President, Cellular Vision AITP Topic: Local Multipoint Distribution Services (Wireless Cable) Year 2000 Speaker: Bob Yayac, CoreTech Consulting Year 2000 Topic: Business Risks Associated With the Year 2000 LMDS: A Primer on "SuperWireless Communications" The FCC is about to auction off the largest allocation of spectrum in its history. Local Multipoint Distribution Service (LMDS) will allow license holders to control up to 1.3 GHz of wireless spectrum in the 28 to 38 GHz range. In addition, the LMDS rules do not specify service requirements but let the operators choose how to allocate the band among a wide range of two-way video, voice, and data products. The lack of restrictions on the use of the spectrum will make these licenses attractive to telecommunications competitors seeking alternative access to the end user including: Competitive Local Exchange Carrier (CLECs) Inter-exchange Carriers (IXCs) Out of Region RBOCs Foreign Carriers Utilities Today, the only licensed operator of an LMDS system is CellularVision of New York, a wholy owned. subsidiary of CellularVision USA (Nasdaq: CVUS). CellularVision has been widely credited with pioneering the LMDS technology and proving its viability throughout the world. In New York they provide a 48 channel subscription TV service, and recently entered the Internet access market with a high speed modem capable of receiving data at rates up to 48 Mbps. John Walber, President and COO of CellularVision New York, will present an overview of LMDS. He will discuss LMDS architecture, hardware and services, with a particular focus on data products.

To: Night Writer who wrote (860)	1/19/1998 11:29:00 AM
From: CAP	Respond to of 2063

Night Writer, ALL, Wytec's announcement (enclosed) is very interesting. Looks like they are going to give STII a run for their money in the OEM world. Great timing with the declaration for the auctions due tomorrow. CAP biz.yahoo.com

To: Night Writer who wrote (860)	1/19/1998 1:13:00 PM
From: Bernard Levy	Respond to of 2063

Nightwriter: I agree, Stanford Telecom is certainly strong in its belief that LMDS will be a successful technology, and is trying to position itself to be the leading LMDS equipment provider. In fact, except for CVUS, the only other LMDS plays I am aware of are HLIT (which is close to Hiram's heart) and STII. If any other investor on this thread knows another publicly traded company whose revenues would be significantly affected by the success of LMDS, it would be nice to know about it. Best regards, Bernard Levy